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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,963 | $55,122+181.1% | $104,639+48.1% | $73,497+110.8% |
| Participation rate | 97.7% | 67.7%+29.9pp | 74.1%+23.6pp | 70.7%+27.0pp |
| Annual return | 49.47% | 24.77%+24.7pp | 340.67%-291.2pp | 28.51%+21.0pp |
| Employer contribution / active EE | $5,950 | $1,464+306.3% | $2,682+121.9% | $2,270+162.1% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,738-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $423-100.0% | $6,465-100.0% | $513-100.0% |